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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,142 | $26,549-65.6% | $61,501-85.1% | $66,949-86.3% |
| Participation rate | 15.1% | 38.1%-23.0pp | 52.6%-37.5pp | 69.8%-54.7pp |
| Annual return | -21.88% | -16.21%-5.7pp | 339.04%-360.9pp | 1.57%-23.4pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $803 | $1,338-40.0% | $2,125-62.2% | $4,239-81.0% |
| Admin fee / account holder | $14 | $409-96.6% | $2,132-99.4% | $594-97.7% |